Purchases and Sales Made in Q1 2024 in Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information about the institutional ownership of Jp Morgan ETF Tr Ultra Short I (JPST) during Q1 2024. The information is specifically focused on institutions that hold shares of JP MORGAN ETF TR ULTRA-SHORT I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
152New |
$7.63K - $7.67K
|
152
$7.68K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
140+ 0.67% |
$7.03K - $7.07K
|
21.2K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
132+ 0.32% |
$6.63K - $6.66K
|
41.9K
$2.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
119+ 2.31% |
$5.98K - $6.01K
|
5.26K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
118+ 0.39% |
$5.93K - $5.96K
|
30.6K
$1.55M
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
113+ 1.33% |
$5.68K - $5.71K
|
8.59K
$434K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
112New |
$5.63K - $5.65K
|
112
$5.66K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
105+ 1.33% |
$5.27K - $5.3K
|
7.99K
$404K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
100+ 1.87% |
$5.02K - $5.05K
|
5.45K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
98+ 1.25% |
$4.92K - $4.95K
|
7.92K
$400K
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
97+ 1.73% |
$4.87K - $4.9K
|
5.71K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
90+ 1.13% |
$4.52K - $4.54K
|
8.03K
$406K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
85+ 0.18% |
$4.27K - $4.29K
|
47.5K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
82+ 1.26% |
$4.12K - $4.14K
|
6.57K
$332K
|
|
|
Apr 18, 2024
Q1 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
81+ 1.34% |
$4.07K - $4.09K
|
6.12K
$309K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
76+ 0.63% |
$3.82K - $3.84K
|
12.1K
$610K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75+ 8.31% |
$3.77K - $3.79K
|
977
$49.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
70+ 0.75% |
$3.52K - $3.53K
|
9.44K
$477K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
66+ 1.32% |
$3.32K - $3.33K
|
5.06K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
61New |
$3.06K - $3.08K
|
61
$3.08K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
59+ 268.18% |
$2.96K - $2.98K
|
81
$4.09K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
55+ 0.46% |
$2.76K - $2.78K
|
12K
$607K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
55New |
$2.76K - $2.78K
|
55
$2.78K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
53+ 0.15% |
$2.66K - $2.68K
|
35K
$1.77M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
49+ 0.22% |
$2.46K - $2.47K
|
22.4K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
48+ 109.09% |
$2.41K - $2.42K
|
92
$4.65K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
42+ 0.75% |
$2.11K - $2.12K
|
5.66K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
41+ 0.03% |
$2.06K - $2.07K
|
140K
$7.09M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
35+ 0.3% |
$1.76K - $1.77K
|
11.7K
$592K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
28+ 0.28% |
$1.41K - $1.41K
|
9.93K
$501K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27+ 1.32% |
$1.36K - $1.36K
|
2.07K
$105K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
25New |
$1.26K - $1.26K
|
25
$1.26K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 0.86% |
$1.16K - $1.16K
|
2.71K
$137K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
23+ 0.64% |
$1.16K - $1.16K
|
3.6K
$182K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
22+ 0.55% |
$1.11K - $1.11K
|
4.02K
$203K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
15+ 0.37% |
$753 - $757
|
4.08K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
11+ 0.26% |
$553 - $555
|
4.2K
$212K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
11New |
$553 - $555
|
11
$556
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 38.46% |
$502 - $505
|
36
$1.82K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 3.4% |
$251 - $252
|
152
$7.68K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 1.25% |
$251 - $252
|
404
$20.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.03% |
$201 - $202
|
15.2K
$766K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3+ 0.03% |
$151 - $151
|
10.4K
$525K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$50.2 - $50.5
|
1
$50.5
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.3% |
$50.2 - $50.5
|
336
$17K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1- 0.02% |
$50.2 - $50.5
|
4.84K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 10.0% |
$50.2 - $50.5
|
9
$455
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4- 0.06% |
$201 - $202
|
6.44K
$325K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6- 0.11% |
$301 - $303
|
5.36K
$271K
|